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How to import Superhero historical trades

You can bulk import your historical buy and sell trades in to Sharesight by uploading a spreadsheet. Read this help guide for step-by-step instructions on how to bulk import your historical trades.

  1. Log into your Superhero account.

  2. Select 'Reports' (left sidebar).

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  1. Select 'Custom Period' to cover all trades since inception.

  2. Go to 'Transaction Statement'.

  3. Click on the csv tile to download the file.

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  1. Open the file using an Excel Spreadsheet or Google Sheet.

  2. Delete row 1 to 9 leaving only the column header and data.

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  1. Add the value in GST column (column J) into Brokerage column (column I).

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  1. Add a new column ‘Market Code’ and fill them with ‘ASX’ for ASX trades; ‘NYSE’ or ‘NASDAQ’ for US trades.

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  1. Save file as a new file.

  2. Go to our generic file importer.

  3. Select file.

  4. select 'Next' On the Bulk Trade Importer - Column Selection:

How to import new Superhero trades

Sharesight supports Superhero using the trade confirmation emails feature. Read more about how to forward your contract notes in this guide.

After importing your portfolio

Now that your portfolio is populated, see What to do after importing your portfolio for next steps.